Maintain Your Industries CPQ Developer Certification for Summer ’23

Learning Objectives

After completing this unit, you’ll be able to:

Optimize cart performance in Industries CPQ.
Implement new user experience improvements for the LWC Cart.
Identify apps, pages, and resources that are retired.

Maintain Your Certification

If you’ve earned the Salesforce Industries CPQ Developer credential, you need to complete this module–which includes information about CPQ Developer updates–by the assigned due date to maintain that certification. Another important part of maintaining your credential is ensuring your Trailhead and Webassessor accounts are linked.

Want to learn more about certification? Check out the Industries CPQ Developer credential page in Trailhead for answers to common questions.

Protect the Integrity of Your Certification

The quality of our certification exams and the value our credentials provide are our highest priority. Protecting the security and confidentiality of our exams is essential to providing our customers with credentials that are respected and industry-leading.

As a participant of the Salesforce Certification Program, you’re required to accept the terms of the Salesforce Credential and Certification Program Agreement. Please review the Salesforce certification exam-taking policies in the Salesforce Credential and Certification Program Agreement and Code of Conduct Salesforce Help article for more details.

Salesforce introduced a ton of great feature enhancements over the past several releases. Let’s take a look at some of the more important ones for this release.

Optimize Cart Performance in Industries CPQ

Optimize the Performance of Cart-Based APIs

We have a new setting under Vlocity CMT Administration. For Industries CPQ, optimize the performance of Cart-Based APIs to access and manipulate the quote and order data in a cart. With Summer ’23, use standard Salesforce libraries, Scale Cache for optimized processing, and refactored pricing and validation methods to minimize the number of SOQL queries and DML operations.

How: In Vlocity CMT Administration, under Enable Features, turn on Standard Salesforce libraries and cache with the CPQ Cart-Based APIs.

Apply Discounts to Carts with a Large Number of Line Items

Your sales agents can now asynchronously apply discounts to an entire cart. When applying discounts asynchronously, CPQ uses the Async Process Framework that supports a greater volume of Apex jobs using Platform Events. When applying these discounts, CPQ reprices in the background. This allows your agents to continue browsing the catalog or updating the cart. Once the discounts are applied, CPQ sends a notification to your sales agent.

Where: These enhancements are available in the Industries CPQ in Lightning Web Components (LWC) interface.

Implement Attribute-Based Pricing Easily

For improved performance, your product admins have the option to use attribute-based pricing with Business Rules Engine. Calculation matrices for attribute-based prices are larger for more flexibility. Attribute-based pricing is more flexible whether you use calculation matrices or Business Rule Engine. You can pass values between pricing plan steps, use attribute values in your pricing logic, and set attribute values in addition to prices.

Why: Easily customize the prices of your products with improvements to attribute-based pricing.

Use Business Rules Engine (BRE): Use BRE instead of calculation matrices and calculation procedures. BRE also includes expression sets and decision matrices that use Salesforce standard objects to ensure improved performance.
Use larger calculation matrices: Calculation matrices now support MD5 hashes, which allow you to use matrices that are larger than 50,000 rows.
Pass values between pricing plan steps.
Use attribute values directly in your pricing logic. Set attribute values and prices that help you design for a wider range of scenarios, including scenarios that use the processOutputVariableMap and connection scenarios that use JSON V2 attributes.

How: Download the new Attribute-Based Pricing Salesforce Industries DataPack from Salesforce Industries Process Library.

Implement New User Experience Improvements for the LWC Cart

Configure Attributes Faster

A frequently requested feature is here! With new cart settings, sales agents can now quickly assign multiple attributes to products in the cart without repricing the cart with each change. Previously, after you updated an attribute, Salesforce called APIs to validate and reprice the cart. If you updated multiple attributes, the API calls for each attribute sometimes caused performance issues. Now, you can update multiple attributes, and when you’re done, click Update Cart, which will run the APIs to validate and reprice the cart all at once.

Enable the rapid attribute configuration feature by editing the Lightning page of the Cart in LWC.

Enable the Industries CPQ Cart in Experience Cloud

You can now add the Industries CPQ in LWC Cart to your sites in Experience Cloud. After adding the cart to your site, your customers can access and use its features for any standard quote or order. Users accessing your sites can create quotes or orders using products from a selected price list. They can also use other features supported by Industries CPQ in LWC Cart, such as multisite quotes or orders, mass discounting, and so on.

If you install the Communications, Media, and Energy (CME) package in your org, the cards are available in the Experience Builder for any community site that you create in your org. After you add the cart and publish your site, users can select a price list and see the products in that price list.

Add the Industries CPQ Cart to your Digital Experience site to allow your users to create quotes, orders, or opportunities using the cart.

Enable Search for Add-Ons and Child Bundles

When configuring products, your sales agents are now presented with a modal that allows them to browse add-ons or child bundles for that product. To help them find what they’re looking for, they can also now search for add-ons or child bundles from this modal.

Where: These enhancements are available in the Industries CPQ in Lightning Web Components (LWC) interface.

How:

To deploy the Industries CPQ in LWC, see the Help articles in Resources for instances with OmniStudio enabled or disabled.
Set Collapsible Hierarchy to true for the product.

Why: For example, say your sales agent is ordering an iPhone. If your product has a large list of add-ons available, your sales agent can easily search for the specific accessory that they’re looking for.

Identify Apps, Pages, and Resources That Are Retired

We retired outdated components and the apps that use them in Summer ’23. These components and apps are unavailable in fresh installations and are no longer supported by Salesforce. If your code or customizations used them, instead use their equivalents in the Industries CPQ in LWC Cart.

Industries CPQ Cart is a key feature of Industries CPQ. Industries CPQ Cart has two versions: one built using Lightning Web Components (LWC) and another that uses Angular JavaScript.

Since Spring ’22, Salesforce minimized developing new features in AngularJS and will eventually address only bug fixes. The plan is to retire the Cart in AngularJS at a future date following the feature retirement process.

Retired apps:

The Angular version of the asset viewer
The MultiSite Visualforce page
Advanced product search

Retired resources:

vlocity_cmt__AngularAnimate
vlocity_cmt__AngularAnimateJS
vlocity_cmt__AngularAnimateMinJS
vlocity_cmt__AngularAriaJS
vlocity_cmt__AngularMessagesJS
vlocity_cmt__AngularRoute
vlocity_cmt__AngularSanitizeJS
vlocity_cmt__AngularJS
ADVSRCH.resource
AdvProdSearchComponentJS.resource

Retired Visualforce pages:

AdvProductSearchPage.page
AllAssetConfiguration.page
AssetConfiguration.page
BillingAssetConfiguration.page
MultiSiteOrder.page
AssetConfigurationComponent.component

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